中信建投：海外电池产能稀缺性正逐步增强

第一财经08-15

中信建投表示，东南亚双反悬而未决，美国光伏产品进入壁垒逐步提升。5月15日DOC（美国商务部）宣布对来自东南亚四国的晶体硅光伏电池启动反倾销和反补贴税调查，反补贴/反倾销初步裁定税率将在9月23日/10月1日左右公布。后续具体如何执行仍需要等待初裁结果，核心是初步裁定的关税税率。若裁定税率较高则东南亚的电池组件出口美国都将受到一定阻碍，若裁定税率较低，由于美国市场高溢价东南亚产品出口仍有经济性。...

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